Behind the Balance Sheet  By  cover art

Behind the Balance Sheet

By: Stephen Clapham Behind the Balance Sheet
  • Summary

  • Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of professional investors, a student looking to enter the industry or a private investor.
    Stephen Clapham, Behind the Balance Sheet
    Show more Show less
Episodes
  • #34 The Letter Reader
    May 2 2024

    Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser.

    His most famous book is the Essays of Warren Buffett in which he extracts sections from the sage’s letters over decades and orders them by subject. In our conversation, he tells how he first met Mr Buffett, how the books came about, how he sends Mr Buffett a draft of each publication, and explains how and why the letters are so carefully crafted.

    Few have studied Berkshire and particularly the letters as closely and he has some fascinating perspectives.

    Show more Show less
    1 hr and 4 mins
  • #33 The Stoic
    Apr 18 2024

    Peter Cowley is a successful angel investor. But it was his tragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosed with terminal Stage 4c cancer and statistically has 9 months to live.

    In this interview, Peter calls himself fortunate. Since meeting Peter, not a day has passed that Steve has not thought about this remarkable man and day felt grateful for his lot. Hopefully the podcast will also make people aware of how common suicide is among young men.

    Show Notes

    Show more Show less
    52 mins
  • E2 Barry Norris explains why offshore wind economics are unsustainable.
    Apr 2 2024
    Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliable workers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a factory staffed only by unreliable workers he argues. Barry has made good money out of shorting Orsted, the Danish offshore wind company which fell 60% from the peak. Barry explains why he thinks there may be more to go. We think you will find some of his arguments compelling and encourage you to read the shownotes and the newsletter accompanying the podcast to learn more.
    Show more Show less
    57 mins

What listeners say about Behind the Balance Sheet

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.